Hudson Valley Investment Advisors Inc Buys Moderna Inc, Simon Property Group Inc, Enbridge ...

·7 min read

Investment company Hudson Valley Investment Advisors Inc (Current Portfolio) buys Moderna Inc, Simon Property Group Inc, Enbridge Inc, Coterra Energy Inc, Molson Coors Beverage Co, sells OceanFirst Financial Corp, Mondelez International Inc, AT&T Inc, iShares Expanded Tech Sector ETF, U.S. Bancorp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Hudson Valley Investment Advisors Inc . As of 2021Q4, Hudson Valley Investment Advisors Inc owns 187 stocks with a total value of $629 million. These are the details of the buys and sells.

  • New Purchases: TAP, CL, HSY, PCEF, BXMT, ED, UPS, AGNC, PLG,

  • Added Positions: MRNA, SPG, PFF, ENB, CIEN, AXP, CRM, CTRA, XLNX, FDX, PLD, PFE, CMS, LNT, AEP, XEL, UTL, RCL, PEG, PNW, OGE, MGA, DTE, BAC, XOM, LUV, AES, CVX, CMG, DUK, ITW, AZO, GE, MS, JFBC, BCPC, NLY, TD, BP, WBA, OSK, GOOGL, NUV, TWO, NRZ, IBM, DOW,

  • Reduced Positions: MSFT, V, CMCSA, T, TMO, NVDA, AAPL, NKE, ORCL, EFA, CSCO, ADP, COST, WMT, HON, PNC, LMT, LOW, PEP, MCD, SYY, PKI, KMX, VZ, TSLA, EEM, MDY, MRK, MTB, TFC, LHX, NEE, CTXS, GLW, SPYV, MET, SPYG, NYF, CAT, KHC, CB, WMB, AMGN, IFF, RDS.A, PG,

  • Sold Out: OCFC, MDLZ, IGM, USB, ENZC,


For the details of HUDSON VALLEY INVESTMENT ADVISORS INC 's stock buys and sells,
go to https://www.gurufocus.com/guru/hudson+valley+investment+advisors+inc+/current-portfolio/portfolio

These are the top 5 holdings of HUDSON VALLEY INVESTMENT ADVISORS INC

  1. Microsoft Corp (MSFT) - 111,371 shares, 5.96% of the total portfolio. Shares reduced by 1.96%

  2. Intuitive Surgical Inc (ISRG) - 80,820 shares, 4.62% of the total portfolio.

  3. Apple Inc (AAPL) - 148,242 shares, 4.19% of the total portfolio. Shares reduced by 1.18%

  4. Orange County Bancorp Inc (OBT) - 627,787 shares, 3.96% of the total portfolio. Shares added by 0.02%

  5. The Home Depot Inc (HD) - 51,080 shares, 3.37% of the total portfolio. Shares reduced by 0.67%

New Purchase: Molson Coors Beverage Co (TAP)

Hudson Valley Investment Advisors Inc initiated holding in Molson Coors Beverage Co. The purchase prices were between $43.38 and $49.21, with an estimated average price of $45.88. The stock is now traded at around $49.860000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,191 shares as of 2021-12-31.

New Purchase: Invesco CEF Income Composite ETF (PCEF)

Hudson Valley Investment Advisors Inc initiated holding in Invesco CEF Income Composite ETF. The purchase prices were between $23.35 and $24.3, with an estimated average price of $23.9. The stock is now traded at around $22.288100. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,304 shares as of 2021-12-31.

New Purchase: Colgate-Palmolive Co (CL)

Hudson Valley Investment Advisors Inc initiated holding in Colgate-Palmolive Co. The purchase prices were between $74.42 and $85.34, with an estimated average price of $78.19. The stock is now traded at around $83.670000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,613 shares as of 2021-12-31.

New Purchase: The Hershey Co (HSY)

Hudson Valley Investment Advisors Inc initiated holding in The Hershey Co. The purchase prices were between $171.56 and $193.47, with an estimated average price of $181.34. The stock is now traded at around $199.920000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,164 shares as of 2021-12-31.

New Purchase: Consolidated Edison Inc (ED)

Hudson Valley Investment Advisors Inc initiated holding in Consolidated Edison Inc. The purchase prices were between $72.89 and $85.32, with an estimated average price of $78.77. The stock is now traded at around $81.990000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,521 shares as of 2021-12-31.

New Purchase: United Parcel Service Inc (UPS)

Hudson Valley Investment Advisors Inc initiated holding in United Parcel Service Inc. The purchase prices were between $178.42 and $218.07, with an estimated average price of $203.94. The stock is now traded at around $204.130000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,000 shares as of 2021-12-31.

Added: Moderna Inc (MRNA)

Hudson Valley Investment Advisors Inc added to a holding in Moderna Inc by 4923.60%. The purchase prices were between $225.82 and $368.51, with an estimated average price of $290.69. The stock is now traded at around $157.300000. The impact to a portfolio due to this purchase was 0.28%. The holding were 27,881 shares as of 2021-12-31.

Added: Simon Property Group Inc (SPG)

Hudson Valley Investment Advisors Inc added to a holding in Simon Property Group Inc by 409.35%. The purchase prices were between $131.39 and $170.5, with an estimated average price of $153.23. The stock is now traded at around $146.100000. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,063 shares as of 2021-12-31.

Added: Enbridge Inc (ENB)

Hudson Valley Investment Advisors Inc added to a holding in Enbridge Inc by 21.59%. The purchase prices were between $36.89 and $43.3, with an estimated average price of $40.06. The stock is now traded at around $40.230000. The impact to a portfolio due to this purchase was 0.06%. The holding were 57,710 shares as of 2021-12-31.

Added: Coterra Energy Inc (CTRA)

Hudson Valley Investment Advisors Inc added to a holding in Coterra Energy Inc by 34.75%. The purchase prices were between $19 and $22.77, with an estimated average price of $20.82. The stock is now traded at around $19.530000. The impact to a portfolio due to this purchase was 0.05%. The holding were 71,172 shares as of 2021-12-31.

Added: Xcel Energy Inc (XEL)

Hudson Valley Investment Advisors Inc added to a holding in Xcel Energy Inc by 29.19%. The purchase prices were between $62.44 and $68.95, with an estimated average price of $65.26. The stock is now traded at around $67.430000. The impact to a portfolio due to this purchase was 0.02%. The holding were 7,865 shares as of 2021-12-31.

Added: Public Service Enterprise Group Inc (PEG)

Hudson Valley Investment Advisors Inc added to a holding in Public Service Enterprise Group Inc by 24.18%. The purchase prices were between $59.28 and $66.73, with an estimated average price of $63.36. The stock is now traded at around $64.350000. The impact to a portfolio due to this purchase was 0.02%. The holding were 9,055 shares as of 2021-12-31.

Sold Out: OceanFirst Financial Corp (OCFC)

Hudson Valley Investment Advisors Inc sold out a holding in OceanFirst Financial Corp. The sale prices were between $20.6 and $23.21, with an estimated average price of $21.8.

Sold Out: Mondelez International Inc (MDLZ)

Hudson Valley Investment Advisors Inc sold out a holding in Mondelez International Inc. The sale prices were between $58.07 and $66.37, with an estimated average price of $61.81.

Sold Out: iShares Expanded Tech Sector ETF (IGM)

Hudson Valley Investment Advisors Inc sold out a holding in iShares Expanded Tech Sector ETF. The sale prices were between $397.56 and $450.31, with an estimated average price of $431.46.

Sold Out: U.S. Bancorp (USB)

Hudson Valley Investment Advisors Inc sold out a holding in U.S. Bancorp. The sale prices were between $54.85 and $62.74, with an estimated average price of $59.09.

Sold Out: Enzolytics Inc (ENZC)

Hudson Valley Investment Advisors Inc sold out a holding in Enzolytics Inc. The sale prices were between $0.07 and $0.19, with an estimated average price of $0.12.



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